MGMT 675



AI-Assisted Financial Analysis

Visualization

Types of Plots

  • Distributions
    • Histograms, density plots, box plots, pie charts
  • Bivariate
    • Bar plots, line plots, scatter plots (with regression lines and with transparency), hexbin plots
  • 3D
    • 3D plots, contour plots

Extras

  • Control linestyle, linewidth, point style, point size, titles, axis labels, axis ticks, font sizes
  • Annotations
  • Subplots
  • Interactive plots and animations saved as html

Distribution of market caps

  • Upload the metrics and tickers datasets and ask Julius to merge them on ticker.
  • Ask Julius to create a histogram, a density plot, a filled density plot, and a boxplot of marketcap.
  • Ask Julius to use seaborn to create boxplots of marketcap by sector.
  • Ask Julius to save the plots as jpegs and provide links.

Pie charts and bar charts

  • Ask Julius to create a pie chart of the number of firms by sector.
  • Ask Julius to create a bar chart of total marketcap by sector.

Hover data

  • Ask Julius to use plotly to create a boxplot of marketcap by sector in the merged dataset and to include the ticker in the hover data.
  • Ask Julius to save as html.

Filled density plot

  • Ask Julius to download crude oil prices from FRED, compute percent changes, and create a filled density plot of the percent changes.

Scatter and Hexbin Plots

  • Ask Julius to download the daily Fama-French factors from Ken French’s data library.
  • Ask Julius to use seaborn to create a regplot with Mkt-RF on the x axis and SMB on the y axis.
  • Ask Julius to set the transparency parameter alpha to 0.1.
  • Ask Julius to create a hexbin plot of SMB and Mkt-RF.

Animations

  • Ask Julius to get the histories of the 3-month, 1-year, 5-year, and 10-year Treasury yields from FRED.
  • Ask Julius to use plotly to create an animation showing all of the yields as functions of maturity using the date as the animation frame.

3D

  • Ask Julius to create a filled contour plot of the function \(z=(4x + y)^2\) for \(x\) and \(y\) between \(-2\) and \(2\).
  • Ask Julius to create a 3D plot of the same function on the same range.